110 East 59th Street
New York, NY 10022
P: (212) 915-1700
Key Executives: Anthony Orso, CEO, A. Michael May, Chief Operating Officer;
Jeff Day, Chief Investment Officer; Michael C. May, Managing Director,
National Head of Multifamily
Services Provided: Established National Lending Platform That Provides
Comprehensive Financing Solutions for Commercial Real Estate Properties.
Description: CCRE is a diversified commercial real estate lending platform focused
on originating, distributing and servicing CMBS, Agency, FHA and Bridge loans for
commercial properties, including retail, office, industrial, hospitality, multifamily, student and affordable housing, manufactured and cooperative housing, and the range
of seniors housing facilities. CCRE currently has a staff of approximately 300 highly
skilled real estate professionals in 15 offices, with an extensive track record
of originating, structuring and distributing commercial real estate loans through
various economic cycles.
1360 E. 9th Street Suite 300, Cleveland, Ohio 44114
P: (866) 420-2966 • Email: firstname.lastname@example.org
Key Executives: Ned Huffman, President; Debbie Rogan, Executive Vice President;
Adrian Corbiere, Production Consultant; Todd Harrop, EVP, National Director of Capital Markets; Phil Melton, EVP, National Director of Affordable Housing & FHA Lending
Services Provided: Bellwether Enterprise provides the most flexible market rate and
affordable financing solutions in the industry. Our unique, proprietary lending products are available to our clients thanks to long-standing relationships with a variety
of lending sources, such as Life Insurance Companies and Pension Funds, Freddie
Mac, Fannie Mae DUS Lender (Multifamily affordable and Market Rate Housing
Lender and Small Loan Lender), FHA, USDA and CMBS.
Company Description: Bellwether Enterprise is a national, full-service commercial
and multifamily mortgage banking company that puts people and communities first.
As a subsidiary of Enterprise Community Investment, Inc., we support its mission of
creating and preserving affordable housing in thriving communities. With an unwavering commitment to regional expertise and unmatched customer service, we are
making an impact beyond the bottom line for our clients and our neighborhoods.
We are Capital on a Mission.
Service Territory: Nationwide
MORTGAGE BANKER/BROKER MORTGAGE BANKER/BROKER
NORRIS, BEGGS & SIMPSON
121 SW Morrison Street, Suite 200
Portland, OR 97204
P: (503) 223-7181 • F: (503) 273-0256
Key Executives: Ken J. Griggs, President; J. Blake Hering, Jr., Principal, Director of
Portland Production; Michael L. Wood, Principal, Director of Seattle Production
Services Provided: Norris, Beggs & Simpson Financial Services provides commercial real estate financing and loan servicing with a national network through Strategic Alliance Mortgage (SAM).
Description: Founded in 1932, NBS Financial Services, a division of Norris, Beggs
& Simpson Companies, provides commercial real estate capital to borrowers and
investors seeking financing for property acquisitions, refinancing, equity, mezzanine
or bridge capital, as well as joint venture opportunities. Our company has an inhouse
loan closing and servicing team, and our loan servicing portfolio is valued at over
$2 billion. We operate in Oregon, Washington and other western states, as well as
nationally with Strategic Alliance Mortgage, our affiliation of 22 privately-owned
commercial mortgage firms in 36 markets throughout the United States.
Service Territory: West
TRIMONT REAL ESTATE ADVISORS, LLC.
One Alliance Center 3500 Lenox Road, G- 1, Atlanta, GA 30326
P: (404) 420-5600
Email: email@example.com • Website: www.trimontrea.com
Key Executives: Brian Ward, Chief Executive Officer; Andy Kroll, Chief Operating
Officer; Steve Lauer, Chief Legal Officer; Mitchell Hunter, Sr. Managing Director.
Asset Management; Kimberly Carter, Director Client Services
Services Provided: Primary Asset Management, Special Asset Management,
Servicing, Construction Administration, Underwriting & Due Diligence, Bond
Administration, Financial Management and Information Management
Description: With more than 240 employees throughout offices in Atlanta, Dallas,
Los Angeles, New York, Amsterdam and London, Trimont is the premier provider of real
estate asset management, servicing, due diligence, customized advisory solutions and
back office solutions to commercial real estate clients around the globe. The breadth
and quality of services provided enables clients to be more efficient, thereby enhancing clients’ credit discipline, investment performance and profits.
Major Clients: Financial Institutions (Global, Regional, Foreign), Private Equity Firms,
Hedge Funds, Life Companies, Non-Traditional Lenders
Service Territory: Mid-Atlantic, Midwest, Northeast, Southeast, Southwest, West,
ROMSPEN INVESTMENT CORPORATION
162 Cumberland Street, Suite 300
Toronto, Ontario M5R 3N5
Email: firstname.lastname@example.org; email@example.com;
Key Executives: Tom Conwell, (303) 377-1546 ; Aryeh Friedman, (646) 588-9301; Blake
Description: Romspen is a leading Canadian based non-bank mortgage lender specializing in commercial and industrial real estate. We offer customized commercial
mortgage solutions for term mortgages, bridge financing, construction loans and
pre-construction financing from $5M to $100M. We provide capital to seasoned real
estate professionals looking to structure complex commercial mortgage transactions, as well as guidance and financing for those newer to the commercial lending
services industry. Through a combination of institutional credibility mixed with an
entrepreneurial mindset, Romspen understands both the financing and real estate
needs of our clients. By providing direct access to decision makers, Romspen is able
to provide time-sensitive lending and creative and workable solutions to complex
Service Territory: Northeast, Southeast, Midwest, Southwest, West & Canada
REAL ESTATE ADVISORS MORTGAGE LENDER
MARCUS & MILLICHAP
19800 MacArthur Boulevard Suite 150
Irvine, CA 92612
P: (949) 419-3200
F: (949) 419-3210
Key Executives: William E. Hughes, Senior Vice President; Richard Katzenstein,
Senior Vice President, National Director
Services Provided: Marcus & Millichap Capital Corporation provides real estate
debt and equity for all commercial property types.
Description: Marcus & Millichap Capital Corporation (MMCC) offers superior capital market expertise and comprehensive debt and equity products for a full range
of investment property types. Through long-term relationships with the industry’s
leading national, regional, and local lenders, MMCC gives clients access to the
most reliable and competitive rates and terms.
Service Territory: Nationwide (NMLS: 164121 | AZ Lic: BK–903255)